Assigning A Form To A Channel

After you create a form you can assign the form to a channel to be viewed or completed by someone you invite to the channel Ex. if the channel is a HIPAA type the user will only have access to the form after verification of location or if an invite channel type the user will have access to the form anywhere.

Step 1 – View channel settings of the channel you are interested in assigning the form to as shown in Fig. 1

Fig. 1

Step 2 – View the section titled “Forms Available For The Channel” as shown in Fig. 2

Fig. 2

Step 3 – Click on “Choose a Form to Add” to view or search for available forms on a team as shown in Fig. 3 and select desired form. Click o

Fig. 3

Step 4- After selecting the desired form click on the plus sign next to the form to confirm adding the form to the channel as shown in Fig. 4

Fig. 4

Step 5 – View confirmation of the form added to the channel as shown in Fig 5. Click done to return to the channel.